Seasoned, business exit / sale strategy financial advisors in Shelton, CT

Sabrina Angiolillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has worked at People's United Advisors and People's Securities since 2000. Outside of advising, she participates in product testing, mystery shopping, and paid surveys for restaurants and retail stores. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology.

Tyler D'Amore is a financial advisor at BridgeLight Financial Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining BridgeLight Financial Advisors, he was with TrinityPoint Wealth and HomeBridge Financial Services. Outside of finance, he owns and operates D'Amore Designs, LLC, a custom clothing apparel business. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm provides fee-based financial planning, discretionary portfolio management, and limited-scope consulting, employing an active, discretionary approach to portfolio management with a combination of asset-allocation guidance and various analytical methods.

Robert Leiphart III is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with RB Capital Management, LLC since 2005. Outside of advisory work, he is also a licensed insurance agent. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm provides fee-based investment management focused on hedged strategies and managed fixed-income portfolios, integrating financial planning into its advisory services.

Michael Anderson is a financial advisor at Innovative Asset Advisors Group with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in landscape and construction-related roles for over eight years. He holds a minority ownership in a family landscaping business, where he assists with commercial takeoffs and contract writing outside of his advisory role. Innovative Asset Advisors Group provides wealth management and financial consulting services to a diverse client base, utilizing a range of investment strategies including Modern Portfolio Theory and various analytical approaches.

Michael Devivo is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources. He serves on the Board of Directors for St. Joseph High School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.